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<h1>Scheduling a report or document to be emailed </h1>
<p>You can have a report or document automatically emailed, on a specific 
 schedule. </p>
<p class="whs1"><span style="font-weight: bold;"><B>Note</B></span>: 
 If you are sending a Flash-enabled document to another user, the recipient 
 can use the Flash document only to the extent that you are able to. This 
 is determined by your MicroStrategy privileges. For example, if you do 
 not have the privilege to modify a widget in the Flash document, the recipient 
 of the document will not be able to modify a widget in the document.</p>
<p>You can ensure that you or other users are notified when a report meets 
 specific threshold conditions. For example, you can have an email sent 
 to you when the units sold data in a report falls under 500 units. You 
 automatically receive an email when this threshold is met. </p>
<p>You can also have emailed reports delivered to you automatically based 
 on an alert condition that appears in a different report. For example, 
 if your company-wide Monthly Revenue report is run on a schedule and displays 
 revenue in the Northeast region below $1,000,000, the Sales Report for 
 the Northeast Region can be automatically emailed to you based on the 
 $1,000,000 threshold that is part of the company-wide Monthly Revenue 
 report. For steps to email a report or document when threshold conditions 
 are met, see 
<a href="Alerts_thresholds.htm">Creating alerts for specific 
 threshold conditions</a>.</p>
<h2>Prerequisite </h2>
<ul type="disc" class="whs2">
	
<li class=p><p>To subscribe to report and documents from MicroStrategy 
 Web, you must own the MicroStrategy Distribution Services product.</p></li>
</ul>
<h2>To email a report or document on a schedule</h2>
<ol type="1" class="whs3">
	<ul type="1" class="whs4">
		
<li class=p-First-Steps-Do-Not-Type-Text><p class=First-Steps-Do-Not-Type-Text>&nbsp;</p></li>
	</ul>
	
<li class=p-Steps><p class=Steps>Click on the name of the report or 
 document. The report or document opens. </p></li>
	
<li class=p-Steps><p class=Steps>From the <span style="font-weight: bold;"><B>Home</B></span> 
 menu, point to <span style="font-weight: bold;"><B>Subscribe to</B></span>, and 
 select <span style="font-weight: bold;"><B>E-mail</B></span>. The Subscribe to 
 E-mail dialog box opens.</p></li>
	
<li class=p-Steps><p class=Steps>Type a name for the subscription in 
 the <span style="font-weight: bold;"><B>Name</B></span> field.</p></li>
	
<li class=p-Steps><p class=Steps>From the <span style="font-weight: bold;"><B>Schedule</B></span> 
 drop-down list, select a schedule or event. The schedule choices available 
 are created in the Schedule Manager in Desktop. </p></li>
	
<li class=p-Steps><p class=Steps>Select <span style="font-weight: bold;"><B>To</B></span>. 
 The Recipients Browser dialog box opens.<span style="font-weight: bold;"> 
 <B></B></span>Choose an email address to send the report or document to. </p></li>
	<ul type="1" class="whs4">
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>If you do 
 not see the correct email address to use or the Address drop-down list 
 is not available, type the email address in the <span style="font-weight: bold;"><B>Address 
 Name</B></span> field. </p></li>
	</ul>
	<ul>
<li class=p-Steps-Bulleted-1-No-Bullet-Indent><p class=Steps-Bulleted-1-No-Bullet-Indent>For 
 each email address you select, you must also designate an email client 
 type. From the Device drop-down list, select the email&nbsp;client type 
 of the specified email address. Click Add To Recipients to add the new 
 email address. Click OK to return to the Subscribe to E-mail dialog box.</p></li>
	</ul>
	
<li class=p-Steps><p class=Steps>From the <span style="font-weight: bold;"><B>Send</B></span> 
 drop-down list, specify how the report is included in the email, by choosing 
 one of the following:</p></li>
	<ul type="1" class="whs4">
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Data 
 in email</B></span>: The report or document is displayed in the email. The 
 report or document is not delivered to the recipient's History List folder.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Data 
 in email and to History List</B></span>: The report or document is displayed 
 in the email, and a copy is also delivered to the recipient's History 
 List folder.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Data 
 and link to History List in email</B></span>: The report or document is displayed 
 in the email and a copy is also delivered to the recipient's History List 
 folder. Additionally, a link is provided in the email to the report or 
 document in the History List folder.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Link 
 to History List in email</B></span>: A link is provided in the email to the 
 report or document in the History List folder. &nbsp;</p></li>
	</ul>
	
<li class=p-Steps><p class=Steps>From the<span style="font-weight: bold;"><B> 
 Delivery Format</B></span> drop-down list, select the format in which to send 
 the report.</p></li>
	<ul>
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>When <span 
 style="font-weight: bold;"><B>Excel</B></span> or <span style="font-weight: bold;"><B>PDF</B></span> 
 is chosen, the report is included as an attachment in the email.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>If you select 
 a format other than HTML, you can reduce the size of the attachment by 
 selecting the <span style="font-weight: bold;"><B>Compress contents </B></span>check 
 box.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>To avoid 
 large deliveries, choose a delivery format other than Excel.</p></li>
	</ul>
	
<li class=p-Steps><p class=Steps><span style="font-weight: bold;"><B>Expand 
 page-by fields</B></span>: Displayed only when the report contains grouped 
 objects. Select this check box to print all objects in the Page-by drop-down 
 lists when printing a report. To print only the objects currently displayed 
 (currently selected in the Page-by field), clear this check box. For an 
 introduction to page-by, see 
<a href="Pageby.htm">Grouping data by page: 
 Page-by</a>.</p></li>
	
<li class=p-Steps><p class=Steps>In the <span style="font-weight: bold;"><B>Subject</B></span> 
 field, type a description for the emailed report. </p></li>
	
<li class=p-Steps><p class=Steps>If you want a message to display in 
 the body of the email, type the text in the <span style="font-weight: bold;"><B>Message</B></span> 
 field.</p></li>
	
<li class=p-Steps><p class=Steps>If you want to preview the report 
 or document, select the <span style="font-weight: bold;"><B>Send a preview 
 now</B></span> check box. </p></li>
	
<li class=p-Steps><p class=Steps>Expand <span style="font-weight: bold;"><B>Advanced 
 Options</B></span>. </p></li>
	
<li class=p-Steps><p class=Steps>To include the report or document 
 in a zip file:</p></li>
	<ul><ol>
<li class=p-Steps-Indent-Alpha><p class=Steps-Indent-Alpha>Select 
 the <span style="font-weight: bold;"><B>Password</B></span> <span style="font-weight: bold;"><B>protect 
 zip file </B></span>check box and type a password for the zip file.</p></li>
			
<li class=p-Steps-Indent-Alpha><p class=Steps-Indent-Alpha>Then 
 type a name for the zip file in the <span style="font-weight: bold;"><B>Zip 
 File Name</B></span> field.<span style="margin-left: 80px; font-weight: bold;"><B><br>

			<br>

			Note</B></span>: The above options are enabled only when you have 
 selected the <span style="font-weight: bold;"><B>Compress Contents</B></span> 
 check box.</p></li>
		</ol>
	</ul>
	
<li class=p-Steps><p class=Steps>Select the <span style="font-weight: bold;"><B>Do 
 not deliver after </B></span>check box and specify an expiration date for 
 the subscription by choosing a date from the calendar.</p></li>
	
<li class=p-Steps><p class=Steps>If you have selected multiple recipients, 
 the following options are displayed.</p></li>
	<ul type="1" class="whs4">
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Allow 
 recipients to change delivery settings</B></span>: Select this check box to 
 let the recipients make changes to the settings. For example, the recipient 
 can change the prompt answers for the subscription or change the time 
 of day the report or document is sent.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Allow 
 recipients to change personalization</B></span>: Select this check box to 
 let the recipients make changes to the personalization. This option allows 
 the recipient to edit the subscription options.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Allow 
 recipients to unsubscribe</B></span>: Select this check box to let the recipients 
 unsubscribe from this scheduled delivery.</p></li>
	</ul>
	
<li class=p-Steps><p class=Steps>For a report with prompts, all prompts 
 are displayed. The selections you make for these prompts will be used 
 whenever the report is delivered. </p></li>
	
<li class=p-Steps><p class=Steps>Click <span style="font-weight: bold;"><B>OK</B></span>. 
 The subscription is created, and the message will be sent to the selected 
 email address on the specified schedule.</p></li>
</ol>
<p>To verify that you are subscribed to the report or document, click <span 
 style="font-weight: bold;"><B>My Subscriptions</B></span> at the top of any page. 
 The report appears in the Email Subscriptions list.</p>
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